Professional Leadership & Credentials
Bob is the Chairman of Alliance Advisory Group, Inc., with over four decades of visionary leadership in the financial services industry. A proud graduate of the University at Buffalo, he holds a Master’s in Financial Services from The American College (1994). Bob is a Certified Executive Coach and a Certified Facilitator of leadership programs through the John Maxwell Company, where he’s also a member of the exclusive Executive Circle, a global network of 20 elite mentors.
Industry Impact & Innovation
Throughout his career, Bob has held influential positions in financial services education and leadership:
Former President, Buffalo Chapter of the American Society of Insurance Professionals
Former President, GAMA Western New York Chapter
Former Chairman, Guardian Field Advisory Board (1997–1998)
Founding contributor, Guardian Leadership Institute
Past President, GAMA Foundation and GAMA International, a global association of 11,000+ financial professionals
He has taught and moderated for the Chartered Life Underwriter (CLU®) program and AMTC.
A dynamic communicator, Bob has delivered keynote speeches across 11 countries, empowering audiences with insights on leadership and coaching. He was a main platform speaker at LAMP (2004 in New Orleans, 2010 in Las Vegas) and continues to inspire both industry and non-industry audiences worldwide.
Coaching & Thought Leadership
Bob is the creator of Lead One, a high-impact coaching program designed for mid-level leaders and small business owners looking to develop strategic leadership capabilities. He is also:
Co-author of The Power of Coaching
Author of the upcoming book, Lessons from the Porch – a reflection on leadership, legacy, and life’s greatest lessons.
Committed to giving back, Bob has served as:
Chairman of the Board, Buffalo Niagara American Heart Association
Trustee, Roswell Park Cancer Institute
Trustee, Forest Lawn Heritage Foundation
Bob is married to his high school sweetheart, a partnership that has been the foundation of a rich and fulfilling life. Together, they have two children and six grandchildren, who keep them young at heart and deeply connected to what truly matters.
Special Agent of Guardian